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Checklist following a death in the family

Following the death of a loved one, there are several matters to tend to that can be overwhelming at best.  These include personal, administrative, financial, and legal matters.  The importance of getting organized will help in addressing things in a timely manner, as well as avoiding unwanted situations or [...]
Following the death of a loved one, there are several matters to tend to that can be overwhelming at best.  These include personal, administrative, financial, and legal matters.  The import [...]
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SINGLE, FEMALE WORKERS AT EXTREME FINANCIAL RISK FROM A DISABILILTY

In a new survey of the awareness and ownership of disability insurance across today's workforce, The Council for Disability Awareness (The CDA) uncovered that the 32 million, unmarried women workers, who make up 25 percent of today's American workforce, are underinsured for a disability.     Th [...]
In a new survey of the awareness and ownership of disability insurance across today's workforce, The Council for Disability Awareness (The CDA) uncovered that the 32 million, unmarried women wor [...]
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FOUR KEY ELEMENTS THAT DEFINE PERSONAL FINANCIAL WELL-BEING

Whenever I meet with a new client, I always ask what “personal financial well-being” means to them.  Without this information, it’s impossible for me to set the client on their best short- and long-term financial path. If you haven’t done this already, take a moment now to write down a definition of financi [...]
Whenever I meet with a new client, I always ask what “personal financial well-being” means to them.  Without this information, it’s impossible for me to set the client on their best short- and [...]
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